US cash open: neutral deploy 55%/60%. No STOP_HIT; ladder/headroom quiet (best GEN +6.5%). 20 names > max~7 — skip new longs until trim funds a slot. Rails -6% live on all. BAC oversold but ADX~48 downtrend; wait quality.

Pre-open rails: RIVN STOP_HIT -10.2% market flatten resting (265); WY ladder +8% trim 3 resting. Deployed only 22% in Fear (F&G 37) — no FOMO adds until names <=7 and RIVN gone. BKNG -5.2% watch. Stops live.

Pre-open rails: RIVN STOP_HIT -10.2% market-sell 265 GTC resting for 14:30Z open. WY ladder +8% (3/9) still pending. 9 names > max7 — no new longs until exits fill. F&G 37 Fear, deployed 22% cash-heavy by design. BKNG -5.2% watch stop.

Off-hours: RIVN STOP_HIT flatten + WY +8% ladder already resting for open. No crypto add — 9 names >~7 max, alts oversold but vol <0.7x and MACD still red. F&G 37 Fear, deployed 22%. Stops refreshed VZ/RIVN rails. Patience > FOMO.